Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PEOPLES FINANCIAL SERVICES CORP.pfis · Entity 5235 | EVP, Wealth Mgmt Div Head | December 31, 2017 | February 08, 2018 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
PEOPLES FINANCIAL SERVICES CORP.
Report date December 31, 2017 · Filed February 08, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectPSB&T Employee Stock Ownership Plan | 59.0399 |
Reported balance
After 2017-12-31 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-12-31 · Other · Acquired 58.3478 · Balance 59.0399 F1: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 31, 2017 Filed Feb 8, 2018 21:11 UTC | PEOPLES FINANCIAL SERVICES CORP. pfis · Entity 5235 | OtherCommon Stock | 58.3478 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-18-000008 · primary_doc.xml · nonDerivative · entry 1 GRUBB BRADLEY · CIK 0001632939 · EVP, Wealth Mgmt Div Head 10b5-1 filing: Not disclosed Ownership: Indirect · PSB&T Employee Stock Ownership Plan Disclosed balance after: 59.0399 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
| December 31, 2016 Filed Feb 8, 2017 19:29 UTC | PEOPLES FINANCIAL SERVICES CORP. PFIS · Entity 5235 | OtherCommon Stock | 0.6921 | $0.00 | $0.00 |
DisclosureSEC source: 0001056943-17-000008 · primary_doc.xml · nonDerivative · entry 1 GRUBB BRADLEY · CIK 0001632939 · EVP,Wealth Management Div Head 10b5-1 filing: Not disclosed Ownership: Indirect · PSB&T Employee Stock Ownership Plan Disclosed balance after: 0.6921 F1 · price: Represents an allocation of shares under the Issuer's Employee Stock Ownership Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.